Position in SCHW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$325,620
-$15,903 QoQ
Shares Held
3,529
-2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,695
of 2,304 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Quent Capital, LLC holds $7,790,422 across 20 Capital Markets names. SCHW ranks #3 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
14,689 | $3,070,588 | |
| 2 | GS |
Goldman Sachs Group Inc
|
2,298 | $2,324,128 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
3,529 | $325,620 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
3,131 | $313,976 | |
| 5 | FIGR |
Figure Technology Solutions, Inc.
|
10,000 | $307,100 | |
| 6 | MIAX |
Miami International Holdings, Inc.
|
6,870 | $255,289 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
2,777 | $241,710 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
808 | $227,597 |
All Filings in SCHW
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,620 | 3,529 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $341,523 | 3,634 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $358,576 | 3,589 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $325,266 | 3,407 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $315,142 | 3,454 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $250,417 | 3,199 | Shares | Sole | 2025-04-04 | |
| 2024-12-31 | $211,816 | 2,862 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $194,559 | 3,002 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $211,711 | 2,873 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $199,730 | 2,761 | Shares | Sole | 2024-06-28 | |
| 2023-12-31 | $193,878 | 2,818 | Shares | Sole | 2024-06-17 | |
| 2023-09-30 | $103,486 | 1,885 | Shares | Sole | 2024-06-17 | |
| 2023-06-30 | $76,518 | 1,350 | Shares | Sole | 2024-06-17 | |
| 2023-03-31 | $76,265 | 1,456 | Shares | Sole | 2024-06-17 | |
| 2022-12-31 | $126,055 | 1,514 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $83,728 | 1,165 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $65,580 | 1,038 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $74,192 | 880 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $60,636 | 721 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||